Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc0,261,948,054,02Notation au 28/02/2026 : 46 / 10010/03/26
Carmignac Pf Flexible Bond A EUR Acc1,052,5314,507,04Notation au 28/02/2026 : 51 / 10011/03/26
Carmignac Patrimoine E EUR Acc2,2413,2726,458,96Notation au 28/02/2026 : 64 / 10011/03/26
Invesco Global Flex Bond E Acc EUR0,56-4,063,034,91Notation au 28/02/2026 : 33 / 10012/03/26
Sistema Anima Europa A0,8212,6227,2941,57Notation au 28/02/2026 : 67 / 10011/03/26
Franklin Diversified Dynamic N Acc EUR2,009,4527,5833,36Notation au 28/02/2026 : 48 / 10011/03/26
Amundi Abs Ret Global Opp Bond E2 EUR C0,682,734,81-5,37Notation au 28/02/2026 : 18 / 10011/03/26
SISF US Large Cap A Acc USD-2,5811,7060,6482,79Notation au 28/02/2026 : 75 / 10011/03/26
Invesco Euro Ultra-Short Term Debt E Acc0,242,069,487,47Notation au 28/02/2026 : 58 / 10012/03/26
Carmignac Court Terme A EUR Acc0,311,778,688,59Notation au 28/02/2026 : 69 / 10011/03/26
DNCA Invest Eurose B EUR0,654,8716,3820,61Notation au 28/02/2026 : 89 / 10011/03/26
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



venerdì 13 marzo 2026
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